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Carolina Wealth Advisors’s Canadian Solar CSIQ Stock Holding History

Carolina Wealth Advisors’s Portfolio CSIQ Stock Details CSIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,030
Closed -$394K – 253
2023
Q3 		$394K Buy
+16,030
New +$507K 0.22% 66

Other funds holding CSIQ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.8B AUM 15.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Carolina Wealth Advisors's CSIQ Position: Q4 2023 in Review

Carolina Wealth Advisors sold out of Canadian Solar (CSIQ) in Q4 2023, closing a stake of 16,030 shares — an estimated $394K sold.

Carolina Wealth Advisors first reported a position in CSIQ in Q3 2023 and held it in 1 quarter. The position peaked at $394K in Q3 2023. 172 funds tracked by Wall St. Rank hold CSIQ as of Q4 2023.

  • Carolina Wealth Advisors reported no remaining Canadian Solar position as of Q4 2023 after selling out during the quarter.
  • Carolina Wealth Advisors sold 16,030 Canadian Solar shares in Q4 2023, an estimated $394K.
  • Carolina Wealth Advisors first reported a position in Canadian Solar in Q3 2023 and held it in 1 quarter.
  • Carolina Wealth Advisors's Canadian Solar position peaked at $394K in Q3 2023.
  • 172 funds tracked by Wall St. Rank held Canadian Solar as of Q4 2023.

Based on Carolina Wealth Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.